{"url":"https://nivawealth.com/firms/elevate-wealth-management-336710","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/336710","regulatoryAum":320272718,"crd":"336710","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6685248","suffix":null,"lastName":"FECKO","firstName":"JONATHAN","middleName":"FORBES"},{"crd":"7819192","suffix":null,"lastName":"Johnson","firstName":"Robert","middleName":"Michael"},{"crd":"6875140","suffix":null,"lastName":"Shellenberger","firstName":"James","middleName":"Dale"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-23","regulatoryAum":0,"clients":0,"employees":5,"offices":1},{"filedOn":"2026-05-14","regulatoryAum":320272718,"clients":291,"employees":5,"offices":1}],"secFileNumber":"801-133839","legalName":"Elevate Wealth Management, LLC","displayName":"Elevate Wealth Management","slug":"elevate-wealth-management-336710","website":"https://elevateasset.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/336710/23047fb388fa1cdc-r1.webp","tone":"light","width":687,"height":200,"sourceUrl":"https://www.elevateasset.com","sourceLabel":"Elevate Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/elevate-asset-management/","founded":null,"organization":"Wyoming limited liability company","fiscalYearEnd":"December","headquarters":{"street":"50 E Loucks, Suite 125","city":"Sheridan","state":"WY","stateName":"Wyoming","country":"United States","postalCode":"82801"},"tradeNames":[],"registration":{"secApproved":"24 July 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":606823.2825278811,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":1,"promoters":2},"aum":{"regulatory":320272718,"discretionary":320171504,"discretionaryAccounts":637,"nonDiscretionary":101214,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":224,"regulatoryAum":51994216},{"label":"High-net-worth individuals","clients":45,"regulatoryAum":111241247},{"label":"Charitable organizations","clients":20,"regulatoryAum":154552274},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":2484981}],"feePrograms":[{"role":"main","program":"Investment management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011792","versionId":1011792,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-25","documentName":"FORM ADV PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting services","summary":"Consulting is billed hourly, generally $250 an hour; 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Also a trustee of Gary and Susan Miller Revocable Trust in the 50% to 75% band and a control person, since June 2016."},{"label":"Gary Miller","detail":"Co-trustee of gary and susan miller revocable trust in the 25% to 50% ownership band and a control person, since June 2016. Also a trustee of Gary and Susan Miller Revocable Trust in the 50% to 75% band and a control person, since June 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Wyoming","offices":1,"addresses":[{"street":"50 E Loucks, Suite 125","city":"Sheridan","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"307-461-5550","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":92},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"14 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/336710/PDF/336710.pdf","brochureDate":"25 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011792","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Elevate Wealth Management have?","answer":"Elevate Wealth Management has 291 clients and manages $320 million for them, as of May 2026. They include 224 individual clients, 45 high-net-worth individuals and 20 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Elevate Wealth Management offer?","answer":"Elevate Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Elevate Wealth Management charge?","answer":"Elevate Wealth Management charges up to 2.00% a year for its Investment management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A BROCHURE, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Elevate Wealth Management use?","answer":"Elevate Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $312M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elevate Wealth Management have?","answer":"Elevate Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Elevate Wealth Management invest in?","answer":"At the end of its last fiscal year, Elevate Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Elevate Wealth Management?","answer":"Elevate Wealth Management’s direct owners are Robert Miller, Gary and Susan Miller Revocable Trust, Geremy Vanarkel, Susan Miller, and Gary Miller, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Elevate Wealth Management get paid?","answer":"Elevate Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Elevate Wealth Management?","answer":"Elevate Wealth Management’s main office is at 50 E Loucks, Suite 125, Sheridan, WY 82801. Its phone number is 307-461-5550. Its website is elevateasset.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}